SA03 - Overview of Access Groups (MCU)
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This session will define access groups, explain their relationship to member records, and provide an overview of their functionality.
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SA03 - Overview of Access Groups (MCU)
- 1. MC University SA03|Overview of Access Groups
- 2. MC University Access Groups and Rights Defined Access Group Tabs Rights and Permissions Cloning Access Groups Agenda
- 3. MC University Access Groups and Rights Overview Access Groups and Rights Defined
- 4. MC University Define Member accessibility: • Modules • Records • Features Access Groups and Rights Overview
- 5. MC University Define specific permissions including: • Approval levels • Delete rights • Edit rights Access Groups and Rights Overview (cont’d)
- 6. MC University Three default Access Groups: • Maintenance Administrators • Maintenance Requesters • Maintenance Technicians Access Groups and Rights Overview (cont’d)
- 7. MC University All members of each Access Group share permissions Can have as many Groups as needed • Unique permissions for individuals per organization • Number of groups will vary Access Groups and Rights Overview (cont’d)
- 8. MC University Individual rights can be set via Labor, Requester, or Membership record: • Specific locations • Report groups • Modify accessible applications Access Groups and Rights Overview (cont’d)
- 9. MC University Details Repair Centers Locations / Reports Reports Access Group Tabs
- 10. MC University General information stored: • Identification • Default application access Details
- 11. MC University Application Chooser displays interface options to select • Separates interfaces of MC • Most common are MGR, TWC, or R • Application Chooser will vary for users Details (cont’d)
- 12. MC University List of Repair Centers that Members should have access • Labor / Requester record default access Leaving blank will give access to all Repair Centers Repair Centers
- 13. MC University Accessible Locations (Defaults): • Service Requester • MRO Work Center (including TWC) • Leaving blank = all access Locations / Reports
- 14. MC University Example of Accessible Locations (Defaults) Locations / Reports (cont’d)
- 15. MC University Accessible Report Groups limit report access • Leave blank for all Report Group access Common to create Custom Report Groups Locations / Reports (cont’d)
- 16. MC University Lists members associated with selected Access Group Click on Member to access record Reports
- 17. MC University Now let’s take a look at navigating the different tabs of an Access Group record! Navigating Access Group Tabs: Example
- 18. MC University Module and Type Filters Description of Rights Enabling and Disabling Rights Rights and Permissions
- 19. MC University Two filters used to limit rights displayed: • Module Filter • Type Filter Module and Type Filters
- 20. MC University Module Filter options: • All modules • Individual module selections Module and Type Filters (cont’d)
- 21. MC University Type Filter options: • All Types or rights • Individual Type of right selections • Some rights not available in all modules Module and Type Filters (cont’d)
- 22. MC University Many different types of Rights available Most important rights include: • Delete • Access (General and Tab) • Edit • Authorization / Approvals Description of Rights
- 23. MC University Can be individually selected Enable or Disable Action Bar used for mass updates: • Enable All • Disable All • Action Enabling and Disabling Rights
- 24. MC University Green check mark in Enabled? column signifies status Enabling or disabling takes effect immediately (no logoff) Enabling and Disabling Rights (cont’d)
- 25. MC University Now let’s take a look at enabling and disabling Access Group Rights! Enable and Disable Rights: Example
- 26. MC University Cloning Access Groups Overview Adjust Rights Edit Repair Centers Limit Locations / Reports Cloning Access Groups
- 27. MC University If similar permissions to existing group, preferable to clone Quick and convenient way to create new Access Group Cloning Access Groups Overview
- 28. MC University Edit Rights to ensure permissions are accurate for new Access Group Adjust Rights
- 29. MC University Verify or correct Repair Centers to limit access Edit Repair Centers
- 30. MC University Locations can be added to limit access Limit Locations / Reports
- 31. MC University Custom Report Groups can be created, specific to a Location or Repair Center Limit Locations / Reports (cont’d)